Allan Hancock College
Human Resources
Range 1
Confidential
BUDGET ANALYST
DEFINITION:
Under general direction to plan, organize, coordinate, analyze and direct the District’s budget
functions; develop, implement and evaluate budget development, preparation and maintenance
procedures and assure appropriate documentation and records maintenance; develop and
implement processes designed to account for the expenditure and proper control of expenses; and
promote and value the mission and vision of the college.
CLASS CHARACTERISTICS:
This is a classified confidential position that provides leadership in the District’s budget
development, preparation and maintenance functions and is distinguished by providing
professional support in employer/employee relations matters. The incumbent reports directly to
the Vice President, Administrative Services. He/she will independently perform professional work
involving judgment in the interpretation and application of policy and procedures. Incumbents
have a high frequency of responsible contact with administrative and instructional staff, students
and other public agencies requiring tact and excellent oral and written communication skills.
ESSENTIAL FUNCTIONS:
1.
Plan, organize and coordinate the District’s budget development process, develop and
implement procedures, timelines and formats related to budget preparation and maintenance;
advise executive management of budgetary issues and concerns.
2.
Develop uniform accounting procedures including budget control, payroll record preparation
and proper disbursement of funds for salaries, materials, supplies and equipment and adapts
or assists in adapting procedures to computerized applications.
3.
Prepare a variety of monthly, quarterly, annual and other periodic and ad hoc financial
reports and documents required by State and federal agencies and by District policies,
forward to executive management for review and approval as necessary and transmit to
requiring agency in a timely manner.
4.
Maintain the budget account structure in accordance with State law, regulations and local
management needs.
5.
Provide technical expertise and direction to management and academic and classified staff
regarding budget issues; research complex budgetary and enrollment issues; develop
solutions and recommendations as appropriate.
6.
Prepare revenue forecasts for annual budget and periodic budget status report briefings;
prepare analyses of the District’s cash flow, asset accounts and/or budget status; develop and
analyze projections and variances; prepare and forward reports as appropriate.
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Develop and coordinate academic and classified position control system with human
resources and business offices; monitor academic and classified employee assignment status.
Provide detail analysis and assistance to management regarding collective bargaining issues
during negotiations and as requested.
Analyze enrollment projections and state reports concerning enrollment and positive
attendance calculations.
Coordinate communications with other departments at the College and District level; meet
periodically regarding fiscal and budgetary issues.
Participate in periodic internal audits of various funds and records; identify and resolve
deficiencies and irregularities; modify policies and procedures as needed.
Prepare financial projections using accepted forecasting techniques and procedures; prepare
comprehensive recommendations and reports relative to the District financial positions.
Maintain current knowledge of advancements in the areas of budget, and other areas of
finance related to community colleges; research and evaluate technological advancements in
management information systems and applications related to finance; participate in the
identification and recommendation of new computer systems and equipment as appropriate.
Provide training to district employees in the use of the District’s financial accounting and
budget system.
Perform related duties as assigned.
May be assigned to lead or participate in District-wide or college committees, initiatives,
teams or ad hoc groups.
Supervise support staff and student workers as assigned
Complete reports and evaluations as requested
Attend in-service training, orientations and meetings
MINIMUM QUALIFICATIONS:
Knowledge of:
 Fiscal management policies.
 Comprehensive budget preparation, development and maintenance for a large
organization.
 Generally accepted accounting and auditing principles related to governmental
accounting.
 Financial analysis and projection techniques.
 Application laws, regulations and requirements related to area of assignment.
 Preparation of comprehensive financial reports and statements.
 Computer systems and equipment used to prepare and control budget.
 Principles of administration, supervision and training.
 Oral and written communications skills.
 Interpersonal skills including tact, patience and diplomacy.
Demonstrated Ability to:
 Prepare and maintain complex statistical records and reports.
 Provide leadership in areas related to the District’s budget.
 Plan, organize, coordinate and direct the District’s budgetary operations.
 Develop, modify, evaluate and implement District-wide budget and reporting
processes.
 Analyze complex financial data and develop financial forecasts, plans, processes,
reports, statements and recommendations.
 Assure the integrity of District financial systems and information.
 Assure the preparation, maintenance and retention of appropriate budget data and
documentation.
 Select, assign, orient, train, supervise, counsel, discipline and evaluate the
performance of direct subordinates.
 Communicate effectively both orally and in writing.
 Establish and maintain effective and cooperative working relationships with others.
 Interpret, apply and explain complex fiscal policies and legal requirements.
 Participate in developing automated financial systems.
 Relate effectively to people of varied academic, cultural and socioeconomic
background using tact, diplomacy and courtesy.
Education and Experience:
Any combination equivalent to: Associate’s degree in finance, accounting or other closely
related field and a minimum of 3 years of varied and increasingly responsible financial
management experience, including budget and accounting and strategic planning and
research, for a public sector organization, preferably in a public education institute.
Bachelor’s degree desirable.
Working Conditions:
 Duties are primarily performed in an office environment at a desk or computer.
 The incumbent is subject to interruptions and contact in person, via email, and on the
telephone with executive, management, supervisory, academic and classified staff,
the Board of Trustees and the general public.
 Work requires travel to other offices or locations to attend meetings or conduct work.
Physical Demands:
 Typically must sit for long periods.
 Use hands and fingers to operate a computer.
 See clearly to read normal and fine print.
 Speak clearly and distinctly to provide information in person or on the telephone.
 Hear and understand voices over telephone and in person, and;
 regularly lift, carry and/or move objects weighing up to 10 pounds.
 Must be able to remember key information and concentrate for long periods of time.
Special Qualification
A sensitivity to and understanding of the diverse academic, socioeconomic, cultural and
ethnic backgrounds of staff and students and to staff with physical and learning disabilities.
R7/00
R7/91
3/83